# Nathan Lowe

> Nathan Lowe is a fee-only financial advisor at JVL Wealth Strategies in Wyoming, Michigan, who holds the CFP credential. Nathan focuses on founders (pre-exit), estate & legacy planning and small business owners. JVL Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nathan-lowe/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** JVL Wealth Strategies
- **Based in:** Wyoming, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $784.4M across 974 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Estate & legacy planning, Small business owners, Equity compensation, Tax planning
- **Works with:** Mid-life transitions, Divorced individuals, Pre-retirees, Founders
- **CRD:** 6425537 (https://adviserinfo.sec.gov/individual/summary/6425537)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2014)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.jvlwealth.com

## Frequently asked questions

### Is Nathan Lowe a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and JVL Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nathan charge for financial advice?

Nathan's firm, JVL Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Nathan Lowe based?

Nathan Lowe is based in Wyoming, Michigan.

### What does Nathan specialize in?

Nathan's specialties include founders (pre-exit), estate & legacy planning, small business owners, equity compensation and tax planning. Nathan works with mid-life transitions, divorced individuals, pre-retirees and founders.

### What credentials does Nathan Lowe hold?

Nathan Lowe holds the CFP credential.

### Is Nathan Lowe registered with the SEC?

Yes. Nathan Lowe is registered as an investment adviser representative in MI (CRD 6425537), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does JVL Wealth Strategies manage?

JVL Wealth Strategies reports $784.4M across 974 accounts in assets under management.

### How do I contact Nathan Lowe?

Through Nathan's website, www.jvlwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6425537): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://jvlwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.